See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,818 | $99,918-96.2% | $81,382-95.3% | $145,922-97.4% |
| Participation rate | 95.7% | 74.2%+21.5pp | 69.5%+26.2pp | 80.3%+15.4pp |
| Annual return | 12.69% | 34.32%-21.6pp | 24.73%-12.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $447 | $2,978-85.0% | $2,463-81.8% | $4,660-90.4% |
| Participant deferral / active EE | $1,309 | $4,605-71.6% | $3,883-66.3% | $6,688-80.4% |
| Admin fee / account holder | $305 | $8,212-96.3% | $5,768-94.7% | $13,397-97.7% |